Felipe Martins

[Felipe Martins @Felipe_AM]

@WhalePanda You're one of the few calling this out. Treasury cos are selling Bitcoin's appreciation before it even happens. That’s not how this works. People think we hit bottom, but if too much is given to preferred holders, BTCo's will dump and push BTC's price lower.

[Felipe Martins @Felipe_AM]

@diegokolling Seja bem vindo, Davi! Felicidades à toda família! Não esqueça de ouvir no repeat o hino de todo pai... A letra da música faz muito mais sentido nesse momento: https://t.co/wP2g7Ujg1T

[Felipe Martins @Felipe_AM]

@openclaw Not sure what happened since version 5.2 but it broke my claw in a way that I haven't been able to fix. I'm not technically savvy to diagnose properly and propose PRs, but please let me know if I can help in any other way.

[Felipe Martins @Felipe_AM]

@BenJustman

[Felipe Martins @Felipe_AM]

@SaniExp Thank you for sharing this additional analysis 🫡

[Felipe Martins @Felipe_AM]

@levelsio @MTurismo

[Felipe Martins @Felipe_AM]

@carlabitcoin @WalkerAmerica Congratulations!!!

[Felipe Martins @Felipe_AM]

@openclaw ⚠️ This update does not work on Raspberry Pis

If you run OpenClaw on a Raspberry Pi, don't try to update to version 2026.2.21

Issue/bug posted to GitHub under number 23861.

[Felipe Martins @Felipe_AM]

@LarsWilliam1980 @TheBlueMatt Zorin OS

[Felipe Martins @Felipe_AM]

@B14_Classified @TheBlueMatt Search for Sober. Your kids will be happy playing Roblox on Linux!

[Felipe Martins @Felipe_AM]

@stackhodler Thank you for sharing

[Felipe Martins @Felipe_AM]

@RobinSeyr April 2027!

[Felipe Martins @Felipe_AM]

@BowTiedMara This is scary indeed... Not sure if you have considered diversifying custody options, maybe keeping 50% under your self custody setup and the other 50% in something more convenient for inheritance purposes.

This is my own oversimplified framework:

[Felipe Martins @Felipe_AM]

@SaniExp @2140data Beautiful animation, great design

[Felipe Martins @Felipe_AM]

@joulebtc Dois perfis que gosto de acompanhar são o @jmellerud e o @Smidnico

[Felipe Martins @Felipe_AM]

@stephanlivera Hey Stephan, I try not to fuel the narrative about BTC price supression, but does it make sense that:
1) IBIT is #1 in weekly flows among ALL ETFs;
2) BTC is a much smaller asset class than equities or gold; and
3) BTC price hasn't exploded?

[Felipe Martins @Felipe_AM]

@TXMCtrades The AI response is shallow... Apple and Microsoft have established international businesses already. Raising prices on new sales or recurring revenue does not protect their significant cash balances from debasement.

[Felipe Martins @Felipe_AM]

Trying to expand your take here with very pragmatic lenses: it doesn't make sense for high growth companies with tighter cash balances to invest in gold or Bitcoin.

But high growth ideas are not unlimited in the short term (they probably are in the long term) so it would make sense to save a portion of cash flows earned from demanded products/services in assets that cannot be debased. Not 100% of cash balances, but the portion that will probably not find a better return on investment in the short term.

- Doubling down infinitely on the current business? No demand is perpetually elastic ❌
- Buying back stock at current average valuations? It may be the norm and well accepted by the market, but probably not the best ROI ❌
- Bonds/bills may not yield sufficiently to offset fiat debasement ❌

That's why I see a strong case for productive companies (or workers) to save a portion of their cash balances in gold or (preferably) in Bitcoin. The size of the allocation will vary in each case.

(Inspired by the work and ideas from @saifedean)

[Felipe Martins @Felipe_AM]

@diegokolling Boa sorte!